Personal Tax, Estate and Wealth Planning

Developing tax effective strategies to extend your wealth

Our priority is to understand your overall financial affairs and planning so we can identify tax strategies that help you achieve your goals.

Our Personal Tax services include:

- Planning your estate to diminish income tax and probate fees at death
- Effective income splitting strategies
- Intra-family gifting and generation skipping
- Reviewing existing wills and advising on tax matters to update your will

- Reducing U.S. estate tax owing on U.S. securities and real estate assets
- Reducing U.S. estate tax related to U.S. citizens who are beneficiaries of Canadian trusts and estates

- Decrease capital gains tax on sale
- Effective tax structuring of acquisitions
- Make representations to the tax authorities

- Tax effective life insurance purchases
- Identify situations to consider insurance funding
- Effective financing using insurance
- Examine insurance as a planning and investment tool

- Planning and compliance related to offshore investments

- Planning related to property and support claims

- Orderly transfer of business to next generation
- Dealing with family members involved and not involved in the business
- Planning the effective transfer of business control to maximize value
- Advising on shareholder agreements
- Choosing and training a successor

- Tax effective split up of assets among family members
- Asset protection strategies
- Use of tax losses/deductions in a corporate group

- Assisting in the establishment and administration of private foundations
- Timing and structure of gifts to make the most of tax credits
- Structuring bequests in your will

- Improving consequences of stock option plans
- Design remuneration packages and pension plan arrangements
- Tax issues related to retirement planning
- Tax and cash flow planning re severance

- Tax compliance for companies and individuals
- Tax compliance for estates and beneficiaries
- Accounting services for companies, estates and trusts

Contact a professional in your area to discuss your unique taxation concerns.

Related content

Contact us

Jason Safar

Partner

Tel: +1 905 815 6399

Email
Follow PwC Canada
Services
Accounting advisory services Audit and assurance Consulting Deals Forensic services Risk assurance
Tax Law China Business Network French desk Japanese Business Network Perspective North Current insolvency assignments
Industries
Aerospace and defence Asset management Automotive Banking & capital markets Cannabis Chemicals Energy Engineering and construction Entertainment & media Financial services Forest, paper and packaging Government and Public Services
Healthcare Industrial manufacturing Insurance Metals Mining Pharmaceuticals and life sciences Power and utilities Private equity Real estate Retail and consumer Technology Telecommunications Transportation and logistics
Private company services Private Business Exchange Private Corporation Tax Changes Designed to Disrupt Conferences
PwC Ventures
About us Alumni Careers Corporate responsibility Diversity and inclusion Women in leadership Events Webcast Hub Offices Press Room Contact us

© 2018 - 2019 PwC. All rights reserved. PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity. Please see www.pwc.com/structure for further details.